Institutional Ownership Abrdn Precious Metals Basket ETF Trust (GLTR)
This table provides information about the institutional ownership of Abrdn Precious Metals Basket ETF Trust (GLTR). We have compiled data on the 151 institutions that hold shares in the stock, with a total of 4.78 Million shares, which have been reported (via 13F filing form) to have a value of $507 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cullen/Frost Bankers, Inc.
|
May 10, 2024 Q1 2024 |
357,264
shares
|
$37.9 Million
0.51% of portfolio
|
Q1 2024
Reduced 6.06%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
May 15, 2024 Q1 2024 |
284,668
shares
|
$30.2 Million
2.65% of portfolio
|
Q1 2024
Added 3.0%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
264,303
shares
|
$28 Million
0.03% of portfolio
|
Q1 2024
Added 434.55%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
257,293
shares
|
$27.3 Million
0.07% of portfolio
|
Q1 2024
Reduced 3.42%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 12, 2024 Q1 2024 |
233,046
shares
|
$24.7 Million
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
May 08, 2024 Q1 2024 |
220,698
shares
|
$23.4 Million
0.03% of portfolio
|
Q1 2024
Reduced 5.48%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
216,659
shares
|
$23 Million
0.0% of portfolio
|
Q1 2024
Reduced 55.61%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
205,258
shares
|
$21.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 29.42%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
199,978
shares
|
$21.2 Million
0.02% of portfolio
|
Q1 2024
Added 4.72%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
189,916
shares
|
$20.1 Million
0.0% of portfolio
|
Q1 2024
Reduced 43.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
179,604
shares
|
$19 Million
0.01% of portfolio
|
Q1 2024
Reduced 19.15%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
169,324
shares
|
$18 Million
0.05% of portfolio
|
Q1 2024
Reduced 8.68%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
May 09, 2024 Q1 2024 |
134,886
shares
|
$14.3 Million
4.8% of portfolio
|
Q1 2024
Added 1.34%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
110,129
shares
|
$11.7 Million
0.0% of portfolio
|
Q1 2024
Added 42.82%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
97,505
shares
|
$10.3 Million
0.0% of portfolio
|
Q1 2023
Reduced 94.9%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
May 08, 2024 Q1 2024 |
89,452
shares
|
$9.48 Million
5.18% of portfolio
|
Q1 2024
Added 3.26%
|
|
|
Peak Financial Management, Inc.
|
Apr 22, 2024 Q1 2024 |
78,510
shares
|
$8.32 Million
2.47% of portfolio
|
Q1 2024
Added 2.09%
|
|
|
Ifg Advisory, LLC
|
May 06, 2024 Q1 2024 |
72,919
shares
|
$7.73 Million
0.53% of portfolio
|
Q1 2024
Reduced 12.29%
|
|
|
Solitude Financial Services
|
Apr 22, 2024 Q1 2024 |
69,134
shares
|
$7.33 Million
3.04% of portfolio
|
Q1 2024
Reduced 4.38%
|
|
|
Courage Miller Partners, LLC
|
Apr 15, 2024 Q1 2024 |
65,377
shares
|
$6.93 Million
2.2% of portfolio
|
Q1 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
60,409
shares
|
$6.41 Million
0.02% of portfolio
|
Q1 2024
Reduced 6.64%
|
|
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
Apr 22, 2024 Q1 2024 |
59,399
shares
|
$6.3 Million
1.39% of portfolio
|
Q1 2024
Added 0.02%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
May 16, 2024 Q1 2024 |
53,805
shares
|
$5.7 Million
0.12% of portfolio
|
Q1 2024
Added 4.5%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 14, 2024 Q1 2024 |
51,458
shares
|
$5.46 Million
0.27% of portfolio
|
Q1 2024
Added 12.39%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
51,352
shares
|
$5.44 Million
0.15% of portfolio
|
Q4 2023
Reduced 2.0%
|
|